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third quarter review

2023 Third Quarter Review: Have We Skipped A Down Cycle?

Download the pdf copy here Executive Summary The Federal Reserve’s View Macro-Economic Perspectives FOMC September 2023 Forecasts Percent 2023 2024 2025 2026 Change in Real GDP, 4th Q to 4th Q Unemployment Rate by Year End Headline PCE Inflation, 4Q to 4Q Core PCE Inflation, 4Q to 4Q 2.13.83.33.7 1.54.12.52.6 1.84.12.22.3 1.84.02.02.0 Federal Funds Rate …

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2023 first quarter review

2023 First Quarter Review: The Economy Is Bending Yet Proving Resilient

Download the pdf copy here Executive Summary Macro-Economic Perspective Key Segments of the Economy Consumer spending (70% of GDP): Month over month real personal consumption expenditures declined in November and December in 2022 and February this year. But year over year comparisons each month throughout 2022 and 2023 are positive. The Institute of Supply Management …

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2022 Year End Review

2022 Year End Review: Inflation and Interest Rate Trajectory Remain in the Headlights

Download the PDF copy here Executive Summary Macro-Economic Perspective Key Segments of the Economy Consumer spending (70% of GDP): In 2022, real personal consumption expenditures rose 2.2% over the year ago level. The Institute of Supply Management (ISM) reading for service ran in the mid-50’s most of the year. It dropped to 49.2 in December …

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2022 second quarter review

2022 Second Quarter Review: She loves me, she loves me not… Recession debate ad nauseum

Download the PDF copy here Executive Summary Macro-Economic Perspective Key Segments of the Economy Consumer spending (70% of GDP): In Q1 and Q2, real personal consumption expenditures (annualized) rose 4.5% and 1.8%, respectively over year ago level and 1.24% and 0.7%, respectively over the previous quarter. Strength is still present, but the trend is down. …

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2022 third quarter review

2022 Third Quarter Review: The Economy and Financial Well-Being vs. the Federal reserve

Download the PDF copy here Executive Summary Macro-Economic Perspective Key Segment of the Economy Consumer spending (70% of GDP): In Q1, Q2 and Q3, real personal consumption expenditures (annualized) rose 4.5% and 1.8%, respectively over the year ago level and 1.24%, 0.7% and 0.6%, respectively over the previous quarter. The Institute of Supply Management (ISM) …

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2022 Year-End Tax Planning

Year-end planning can help reduce tax burden while also improving your financial picture, now and into the future.  What are the key 2022 year-end tax planning strategies to consider?  Important 2022 Year-End Tax Planning Strategies  It is the 2022 homestretch and numerous important tax planning deadlines are fast approaching.  The fourth quarter of the calendar …

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retirement tax strategies for high income earners

Retirement Tax Strategies for High Income Earners

For high earners, minimizing income taxes now and into retirement can be a challenge.  Tax strategies exist that can help ease these tax burdens while offering greater retirement tax efficiency. Read more to learn the best retirement tax strategies for high income earners! Work Smart: 5 Tax Strategies High Income Earners Should Be Leveraging. Beginning …

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market volatility

Market Volatility for Retirees – 5 Ways to Prepare

With the average retirement lasting close to 20 years and the desired retirement even longer, retirees must plan for market volatility or face potentially significant consequences.  5 Methods to Limit Market Volatility Risks for Retirees In general, we are retiring earlier and living longer.  While the average retirement lasts nearly 20 years, recent surveys show …

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